View Financial HealthEra 配当と自社株買い配当金 基準チェック /36Eraは配当を支払う会社で、現在の利回りは0.48%ですが、利益によって十分にカバーされています。次の支払い日は 28th May, 2026で、権利落ち日は28th May, 2026 。主要情報0.5%配当利回り1.0%バイバック利回り総株主利回り1.5%将来の配当利回りn/a配当成長3.5%次回配当支払日28 May 26配当落ち日28 May 26一株当たり配当金n/a配当性向34%最近の配当と自社株買いの更新Declared Dividend • Jun 30Dividend reduced to CN¥0.05Dividend of CN¥0.05 is 50% lower than last year. Ex-date: 4th July 2025 Payment date: 4th July 2025 Dividend yield will be 1.2%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 2.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 82% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 22Era Co., Ltd. Approves Cash Dividend for the Year 2024Era Co., Ltd. at the Annual General Meeting of 2024 held on 16 May 2025, approved cash dividend/10 shares (tax included) of CNY 0.50000000 for the year 2024.お知らせ • Apr 25Era Co., Ltd. Proposes Final Cash Dividend for 2024Era Co., Ltd. proposed final cash dividend of CNY 0.50000000 per 10 shares (tax included) for 2024.お知らせ • Apr 27Era Co., Ltd. Announces Profit Distribution Proposal of Final Cash Dividend for the Year 2023Era Co., Ltd. announced on 26 April 2024 the profit distribution proposal of final cash dividend per ten shares (tax included) of CNY 1.00000000 for the year 2023.お知らせ • May 25Era Co., Ltd. Announces Cash Dividend on A Shares for the Year 2022, Payable on 31 May 2023Era Co., Ltd. announced cash dividend of CNY 0.12000000 per 10 shares (tax included) on A shares for the year 2022. Record date is 30 May 2023, Ex-date is 31 May 2023 and Payment date is 31 May 2023.お知らせ • Jun 17Era Co., Ltd. Announces 2021 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on June 24, 2022Era Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares), Payable on June 24, 2022. The company announced Cash dividend/10 shares (tax included) of CNY 0.72000000. The record date is June 23, 2022 and ex-date is June 24, 2022.すべての更新を表示Recent updatesNew Risk • May 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 33% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 39% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.1% net profit margin).お知らせ • Apr 24Era Co., Ltd., Annual General Meeting, May 14, 2026Era Co., Ltd., Annual General Meeting, May 14, 2026, at 14:30 China Standard Time. Location: 4F, No. 555, Huangjiao Road, Huangyan District, Taizhou, Zhejiang ChinaReported Earnings • Apr 24Full year 2025 earnings released: EPS: CN¥0.05 (vs CN¥0.16 in FY 2024)Full year 2025 results: EPS: CN¥0.05 (down from CN¥0.16 in FY 2024). Revenue: CN¥6.18b (down 6.5% from FY 2024). Net income: CN¥62.5m (down 67% from FY 2024). Profit margin: 1.0% (down from 2.9% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Mar 31Era Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Era Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026New Risk • Jan 06New major risk - Revenue and earnings growthEarnings have declined by 36% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 36% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin).お知らせ • Dec 31Era Co., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Era Co., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0 (vs CN¥0.019 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0 (down from CN¥0.019 in 3Q 2024). Revenue: CN¥1.50b (down 7.1% from 3Q 2024). Net income: CN¥156.6k (down 99% from 3Q 2024). Profit margin: 0% (down from 1.4% in 3Q 2024). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Sep 30Era Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Era Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥5.10, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the Chemicals industry in China. Total returns to shareholders of 8.3% over the past three years.New Risk • Sep 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin).お知らせ • Jul 02Era Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Era Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025Declared Dividend • Jun 30Dividend reduced to CN¥0.05Dividend of CN¥0.05 is 50% lower than last year. Ex-date: 4th July 2025 Payment date: 4th July 2025 Dividend yield will be 1.2%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 2.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 82% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 22Era Co., Ltd. Approves Cash Dividend for the Year 2024Era Co., Ltd. at the Annual General Meeting of 2024 held on 16 May 2025, approved cash dividend/10 shares (tax included) of CNY 0.50000000 for the year 2024.お知らせ • Apr 25Era Co., Ltd. Proposes Final Cash Dividend for 2024Era Co., Ltd. proposed final cash dividend of CNY 0.50000000 per 10 shares (tax included) for 2024.Reported Earnings • Apr 24Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.16 (down from CN¥0.29 in FY 2023). Revenue: CN¥6.60b (down 12% from FY 2023). Net income: CN¥190.4m (down 48% from FY 2023). Profit margin: 2.9% (down from 4.9% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 41%. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Apr 24Era Co., Ltd., Annual General Meeting, May 16, 2025Era Co., Ltd., Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: 4F, No. 555, Huangjiao Road, Huangyan District, Taizhou, Zhejiang Chinaお知らせ • Mar 31Era Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Era Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025分析記事 • Mar 17Era Co., Ltd. (SZSE:002641) Might Not Be As Mispriced As It LooksWith a price-to-earnings (or "P/E") ratio of 25.1x Era Co., Ltd. ( SZSE:002641 ) may be sending bullish signals at the...お知らせ • Dec 31Era Co., Ltd. to Report Fiscal Year 2024 Results on Apr 24, 2025Era Co., Ltd. announced that they will report fiscal year 2024 results on Apr 24, 2025分析記事 • Dec 18Here's Why Era (SZSE:002641) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.019 (vs CN¥0.092 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.019 (down from CN¥0.092 in 3Q 2023). Revenue: CN¥1.62b (down 14% from 3Q 2023). Net income: CN¥22.4m (down 79% from 3Q 2023). Profit margin: 1.4% (down from 5.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Sep 30Era Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Era Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥4.56, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 1.9% over the past three years.分析記事 • Sep 02Era Co., Ltd. (SZSE:002641) Analysts Are More Bearish Than They Used To BeThe latest analyst coverage could presage a bad day for Era Co., Ltd. ( SZSE:002641 ), with the analysts making...Major Estimate Revision • Aug 29Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥8.06b to CN¥7.28b. EPS estimate also fell from CN¥0.337 per share to CN¥0.30 per share. Net income forecast to grow 44% next year vs 45% growth forecast for Chemicals industry in China. Consensus price target down from CN¥6.03 to CN¥4.28. Share price rose 5.2% to CN¥3.83 over the past week.Price Target Changed • Aug 29Price target decreased by 14% to CN¥5.16Down from CN¥6.03, the current price target is an average from 2 analysts. New target price is 35% above last closing price of CN¥3.83. Stock is down 34% over the past year. The company is forecast to post earnings per share of CN¥0.32 for next year compared to CN¥0.30 last year.お知らせ • Jun 29Era Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024Era Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024分析記事 • May 25Returns On Capital At Era (SZSE:002641) Paint A Concerning PictureWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • May 06We Think Era's (SZSE:002641) Healthy Earnings Might Be ConservativeThe market seemed underwhelmed by the solid earnings posted by Era Co., Ltd. ( SZSE:002641 ) recently. Along with the...Price Target Changed • Apr 28Price target decreased by 8.1% to CN¥6.03Down from CN¥6.55, the current price target is an average from 2 analysts. New target price is 25% above last closing price of CN¥4.82. Stock is down 7.1% over the past year. The company is forecast to post earnings per share of CN¥0.33 for next year compared to CN¥0.30 last year.お知らせ • Apr 28Era Co., Ltd., Annual General Meeting, May 17, 2024Era Co., Ltd., Annual General Meeting, May 17, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Taizhou, Zhejiang China Agenda: To consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 annual report and its summary; to consider 2023 annual accounts report; to consider 2024 estimated guarantee for controlled subsidiaries and guarantee among controlled subsidiaries; to consider 2023 profit distribution plan; to consider reappointment of 2024 audit firm; and to consider other matters.お知らせ • Apr 27Era Co., Ltd. Announces Profit Distribution Proposal of Final Cash Dividend for the Year 2023Era Co., Ltd. announced on 26 April 2024 the profit distribution proposal of final cash dividend per ten shares (tax included) of CNY 1.00000000 for the year 2023.Reported Earnings • Apr 26Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.30 (up from CN¥0.066 in FY 2022). Revenue: CN¥7.47b (down 6.4% from FY 2022). Net income: CN¥362.9m (up 346% from FY 2022). Profit margin: 4.9% (up from 1.0% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥4.37, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 35% over the past three years.お知らせ • Mar 30Era Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Era Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024Reported Earnings • Feb 29Full year 2023 earnings released: EPS: CN¥0.32 (vs CN¥0.066 in FY 2022)Full year 2023 results: EPS: CN¥0.32 (up from CN¥0.066 in FY 2022). Revenue: CN¥7.48b (down 6.3% from FY 2022). Net income: CN¥394.3m (up 385% from FY 2022). Profit margin: 5.3% (up from 1.0% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥4.39, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 26% over the past three years.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥5.91, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 4.1% over the past three years.お知らせ • Dec 29Era Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Era Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.092 (vs CN¥0.002 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.092 (up from CN¥0.002 in 3Q 2022). Revenue: CN¥1.88b (down 10% from 3Q 2022). Net income: CN¥107.7m (up CN¥105.6m from 3Q 2022). Profit margin: 5.7% (up from 0.1% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.New Risk • Aug 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.4% net profit margin).Price Target Changed • Aug 25Price target increased by 15% to CN¥6.55Up from CN¥5.72, the current price target is an average from 3 analysts. New target price is 19% above last closing price of CN¥5.50. Stock is up 13% over the past year. The company is forecast to post earnings per share of CN¥0.42 for next year compared to CN¥0.066 last year.Reported Earnings • Aug 24Second quarter 2023 earnings released: EPS: CN¥0.081 (vs CN¥0.022 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.081 (up from CN¥0.022 in 2Q 2022). Revenue: CN¥2.05b (flat on 2Q 2022). Net income: CN¥93.7m (up 202% from 2Q 2022). Profit margin: 4.6% (up from 1.5% in 2Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Aug 10Era Co., Ltd. Announces Executive AppointmentsEra Co., Ltd. at the Extraordinary General Meeting of 2023 on 08 August 2023, approved Election of non-independent directors, cumulative voting system applicable: Zhang Yichen; Election of independent directors, cumulative voting system applicable: Yi Jianhui; Election of non-employee supervisors, cumulative voting system applicable: Chen Wei.お知らせ • May 25Era Co., Ltd. Announces Cash Dividend on A Shares for the Year 2022, Payable on 31 May 2023Era Co., Ltd. announced cash dividend of CNY 0.12000000 per 10 shares (tax included) on A shares for the year 2022. Record date is 30 May 2023, Ex-date is 31 May 2023 and Payment date is 31 May 2023.Reported Earnings • Apr 23First quarter 2023 earnings released: EPS: CN¥0.06 (vs CN¥0.03 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.06 (up from CN¥0.03 in 1Q 2022). Revenue: CN¥1.60b (down 6.7% from 1Q 2022). Net income: CN¥76.8m (up 139% from 1Q 2022). Profit margin: 4.8% (up from 1.9% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.002 (vs CN¥0.09 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.002 (down from CN¥0.09 in 3Q 2021). Revenue: CN¥2.10b (down 13% from 3Q 2021). Net income: CN¥2.19m (down 98% from 3Q 2021). Profit margin: 0.1% (down from 4.4% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Oct 11Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥5.34, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Chemicals industry in China. Total returns to shareholders of 20% over the past three years.Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥5.39, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Chemicals industry in China. Total returns to shareholders of 28% over the past three years.Major Estimate Revision • Sep 05Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥10.2b to CN¥9.92b. EPS estimate also fell from CN¥0.54 per share to CN¥0.48 per share. Net income forecast to grow 18% next year vs 39% growth forecast for Chemicals industry in China. Consensus price target of CN¥5.96 unchanged from last update. Share price fell 3.5% to CN¥4.73 over the past week.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥5.30, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 14% over the past three years.お知らせ • Jun 17Era Co., Ltd. Announces 2021 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on June 24, 2022Era Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares), Payable on June 24, 2022. The company announced Cash dividend/10 shares (tax included) of CNY 0.72000000. The record date is June 23, 2022 and ex-date is June 24, 2022.お知らせ • May 12Era Co., Ltd. Approves Cash Dividend for 2021Era Co., Ltd. approved cash dividend of CNY 0.7200000 (tax included) per 10 shares for 2021, at the Annual General Meeting of 2021 held on 06 May 2022.Reported Earnings • Apr 29First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: CN¥0.03 (down from CN¥0.06 in 1Q 2021). Revenue: CN¥1.71b (up 8.1% from 1Q 2021). Net income: CN¥32.2m (down 57% from 1Q 2021). Profit margin: 1.9% (down from 4.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 6.0%. Over the next year, revenue is forecast to grow 19%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 27Price target increased to CN¥6.17Up from CN¥5.50, the current price target is an average from 4 analysts. New target price is 47% above last closing price of CN¥4.20. Stock is down 40% over the past year. The company is forecast to post earnings per share of CN¥0.57 for next year compared to CN¥0.47 last year.お知らせ • Apr 13+ 1 more updateEra Co., Ltd. Proposes Cash Dividend for 2021Era Co., Ltd. proposed cash dividend of CNY 0.7200000 (tax included) per 10 shares for 2021.Reported Earnings • Apr 12Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥0.47 (down from CN¥0.68 in FY 2020). Revenue: CN¥8.88b (up 26% from FY 2020). Net income: CN¥576.9m (down 25% from FY 2020). Profit margin: 6.5% (down from 11% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 6.0%. Over the next year, revenue is forecast to grow 20%, compared to a 49% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 02Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥0.48 (down from CN¥0.68 in FY 2020). Revenue: CN¥8.88t (up CN¥8.87t from FY 2020). Net income: CN¥593.8b (up CN¥593.0b from FY 2020). Profit margin: 6.7% (down from 11% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 4.0%. Over the next year, revenue is expected to shrink by 100% compared to a 47% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥5.30, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥2.71 per share.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.09 (vs CN¥0.23 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥2.42b (up 24% from 3Q 2020). Net income: CN¥107.7m (down 59% from 3Q 2020). Profit margin: 4.4% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Price Target Changed • Aug 28Price target decreased to CN¥6.24Down from CN¥9.32, the current price target is an average from 3 analysts. New target price is 23% above last closing price of CN¥5.07. Stock is down 45% over the past year.Reported Earnings • Aug 25Second quarter 2021 earnings released: EPS CN¥0.14 (vs CN¥0.24 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥2.37b (up 21% from 2Q 2020). Net income: CN¥177.3m (down 26% from 2Q 2020). Profit margin: 7.5% (down from 12% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 21Second quarter 2021 earnings released: EPS CN¥0.14 (vs CN¥0.24 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥2.37b (up 21% from 2Q 2020). Net income: CN¥177.3m (down 26% from 2Q 2020). Profit margin: 7.5% (down from 12% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • May 21Yonggao Co., Ltd. Approves Cash Dividend for the Year 2020Yonggao Co., Ltd. announced that at its AGM held on May 18, 2021, it approved the cash dividend/10 shares (tax included) of CNY 1.25 for the year 2020.お知らせ • Apr 29Yonggao Co., Ltd. Announces Final Profit Distribution Proposal for 2020Yonggao Co., Ltd. announced final profit distribution proposal of CNY 1.25000000 per 10 shares (tax included) for 2020.Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.06 (vs CN¥0.03 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.58b (up 87% from 1Q 2020). Net income: CN¥75.1m (up 98% from 1Q 2020). Profit margin: 4.7% (up from 4.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Jan 26Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.8%. Earnings per share (EPS) also missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 18%, compared to a 50% growth forecast for the Chemicals industry in China.Is New 90 Day High Low • Jan 11New 90-day low: CN¥6.14The company is down 28% from its price of CN¥8.56 on 13 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥20.23 per share.Is New 90 Day High Low • Dec 16New 90-day low: CN¥6.96The company is down 14% from its price of CN¥8.07 on 17 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥20.47 per share.Is New 90 Day High Low • Nov 30New 90-day low: CN¥7.01The company is down 23% from its price of CN¥9.08 on 01 September 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥17.78 per share.Is New 90 Day High Low • Oct 29New 90-day low: CN¥7.38The company is down 15% from its price of CN¥8.68 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥19.32 per share.Major Estimate Revision • Oct 26Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from CN¥0.63 to CN¥0.70. Revenue estimate for the same period was approximately flat at CN¥7.10b. Net income is expected to grow by 23% next year compared to 42% growth forecast for the Chemicals industry in China. The consensus price target of CN¥10.80 was unchanged from the last update. Share price is down by 3.3% to CN¥7.99 over the past week.Reported Earnings • Oct 20Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥724.2m, up 76% from the prior year. Total revenue was CN¥6.64b over the last 12 months, up 9.8% from the prior year.お知らせ • Oct 16Yonggao Co., Ltd. to Report Q3, 2020 Results on Oct 20, 2020Yonggao Co., Ltd. announced that they will report Q3, 2020 results on Oct 20, 2020Valuation Update With 7 Day Price Move • Oct 12Market bids up stock over the past weekAfter last week's 16% share price gain to CN¥8.82, the stock is trading at a trailing P/E ratio of 16.9x, up from the previous P/E ratio of 14.6x. This compares to an average P/E of 39x in the Chemicals industry in China. Total returns to shareholders over the past three years are 76%.お知らせ • Jul 23Yonggao Co., Ltd. to Report First Half, 2020 Results on Aug 18, 2020Yonggao Co., Ltd. announced that they will report first half, 2020 results on Aug 18, 2020配当金の支払いについて今日May 23 2026配当落ち日May 28 2026配当支払日May 28 20260 days 配当落ちから次の4 days 、次の配当を受け取るために購入する。決済の安定と成長配当データの取得安定した配当: 002641の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 002641の配当金支払額は過去10年間減少しています。配当利回り対市場Era 配当利回り対市場002641 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (002641)0.5%市場下位25% (CN)0.4%市場トップ25% (CN)1.9%業界平均 (Chemicals)1.2%アナリスト予想 (002641) (最長3年)n/a注目すべき配当: 002641の配当金 ( 0.48% ) はCN市場の配当金支払者の下位 25% ( 0.36% ) よりも高くなっています。高配当: 002641の配当金 ( 0.48% ) はCN市場の配当金支払者の上位 25% ( 1.94% ) と比較すると低いです。株主への利益配当収益カバレッジ: 002641の 配当性向 ( 33.8% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 002641は 現金配当性向 ( 7.5% ) が低いため、配当金の支払いはキャッシュフローによって完全にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YCN 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 21:59終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Era Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Jin Ming LiuBohai Securities Co., Ltd.Wei LengCitic Securities Co., Ltd.Shiwei DuHaitong International Research Limited2 その他のアナリストを表示
Declared Dividend • Jun 30Dividend reduced to CN¥0.05Dividend of CN¥0.05 is 50% lower than last year. Ex-date: 4th July 2025 Payment date: 4th July 2025 Dividend yield will be 1.2%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 2.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 82% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 22Era Co., Ltd. Approves Cash Dividend for the Year 2024Era Co., Ltd. at the Annual General Meeting of 2024 held on 16 May 2025, approved cash dividend/10 shares (tax included) of CNY 0.50000000 for the year 2024.
お知らせ • Apr 25Era Co., Ltd. Proposes Final Cash Dividend for 2024Era Co., Ltd. proposed final cash dividend of CNY 0.50000000 per 10 shares (tax included) for 2024.
お知らせ • Apr 27Era Co., Ltd. Announces Profit Distribution Proposal of Final Cash Dividend for the Year 2023Era Co., Ltd. announced on 26 April 2024 the profit distribution proposal of final cash dividend per ten shares (tax included) of CNY 1.00000000 for the year 2023.
お知らせ • May 25Era Co., Ltd. Announces Cash Dividend on A Shares for the Year 2022, Payable on 31 May 2023Era Co., Ltd. announced cash dividend of CNY 0.12000000 per 10 shares (tax included) on A shares for the year 2022. Record date is 30 May 2023, Ex-date is 31 May 2023 and Payment date is 31 May 2023.
お知らせ • Jun 17Era Co., Ltd. Announces 2021 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on June 24, 2022Era Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares), Payable on June 24, 2022. The company announced Cash dividend/10 shares (tax included) of CNY 0.72000000. The record date is June 23, 2022 and ex-date is June 24, 2022.
New Risk • May 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 33% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 39% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.1% net profit margin).
お知らせ • Apr 24Era Co., Ltd., Annual General Meeting, May 14, 2026Era Co., Ltd., Annual General Meeting, May 14, 2026, at 14:30 China Standard Time. Location: 4F, No. 555, Huangjiao Road, Huangyan District, Taizhou, Zhejiang China
Reported Earnings • Apr 24Full year 2025 earnings released: EPS: CN¥0.05 (vs CN¥0.16 in FY 2024)Full year 2025 results: EPS: CN¥0.05 (down from CN¥0.16 in FY 2024). Revenue: CN¥6.18b (down 6.5% from FY 2024). Net income: CN¥62.5m (down 67% from FY 2024). Profit margin: 1.0% (down from 2.9% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 31Era Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Era Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
New Risk • Jan 06New major risk - Revenue and earnings growthEarnings have declined by 36% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 36% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin).
お知らせ • Dec 31Era Co., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Era Co., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0 (vs CN¥0.019 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0 (down from CN¥0.019 in 3Q 2024). Revenue: CN¥1.50b (down 7.1% from 3Q 2024). Net income: CN¥156.6k (down 99% from 3Q 2024). Profit margin: 0% (down from 1.4% in 3Q 2024). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 30Era Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Era Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥5.10, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the Chemicals industry in China. Total returns to shareholders of 8.3% over the past three years.
New Risk • Sep 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin).
お知らせ • Jul 02Era Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Era Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
Declared Dividend • Jun 30Dividend reduced to CN¥0.05Dividend of CN¥0.05 is 50% lower than last year. Ex-date: 4th July 2025 Payment date: 4th July 2025 Dividend yield will be 1.2%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 2.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 82% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 22Era Co., Ltd. Approves Cash Dividend for the Year 2024Era Co., Ltd. at the Annual General Meeting of 2024 held on 16 May 2025, approved cash dividend/10 shares (tax included) of CNY 0.50000000 for the year 2024.
お知らせ • Apr 25Era Co., Ltd. Proposes Final Cash Dividend for 2024Era Co., Ltd. proposed final cash dividend of CNY 0.50000000 per 10 shares (tax included) for 2024.
Reported Earnings • Apr 24Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.16 (down from CN¥0.29 in FY 2023). Revenue: CN¥6.60b (down 12% from FY 2023). Net income: CN¥190.4m (down 48% from FY 2023). Profit margin: 2.9% (down from 4.9% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 41%. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Apr 24Era Co., Ltd., Annual General Meeting, May 16, 2025Era Co., Ltd., Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: 4F, No. 555, Huangjiao Road, Huangyan District, Taizhou, Zhejiang China
お知らせ • Mar 31Era Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Era Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
分析記事 • Mar 17Era Co., Ltd. (SZSE:002641) Might Not Be As Mispriced As It LooksWith a price-to-earnings (or "P/E") ratio of 25.1x Era Co., Ltd. ( SZSE:002641 ) may be sending bullish signals at the...
お知らせ • Dec 31Era Co., Ltd. to Report Fiscal Year 2024 Results on Apr 24, 2025Era Co., Ltd. announced that they will report fiscal year 2024 results on Apr 24, 2025
分析記事 • Dec 18Here's Why Era (SZSE:002641) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.019 (vs CN¥0.092 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.019 (down from CN¥0.092 in 3Q 2023). Revenue: CN¥1.62b (down 14% from 3Q 2023). Net income: CN¥22.4m (down 79% from 3Q 2023). Profit margin: 1.4% (down from 5.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Sep 30Era Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Era Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥4.56, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 1.9% over the past three years.
分析記事 • Sep 02Era Co., Ltd. (SZSE:002641) Analysts Are More Bearish Than They Used To BeThe latest analyst coverage could presage a bad day for Era Co., Ltd. ( SZSE:002641 ), with the analysts making...
Major Estimate Revision • Aug 29Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥8.06b to CN¥7.28b. EPS estimate also fell from CN¥0.337 per share to CN¥0.30 per share. Net income forecast to grow 44% next year vs 45% growth forecast for Chemicals industry in China. Consensus price target down from CN¥6.03 to CN¥4.28. Share price rose 5.2% to CN¥3.83 over the past week.
Price Target Changed • Aug 29Price target decreased by 14% to CN¥5.16Down from CN¥6.03, the current price target is an average from 2 analysts. New target price is 35% above last closing price of CN¥3.83. Stock is down 34% over the past year. The company is forecast to post earnings per share of CN¥0.32 for next year compared to CN¥0.30 last year.
お知らせ • Jun 29Era Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024Era Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
分析記事 • May 25Returns On Capital At Era (SZSE:002641) Paint A Concerning PictureWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • May 06We Think Era's (SZSE:002641) Healthy Earnings Might Be ConservativeThe market seemed underwhelmed by the solid earnings posted by Era Co., Ltd. ( SZSE:002641 ) recently. Along with the...
Price Target Changed • Apr 28Price target decreased by 8.1% to CN¥6.03Down from CN¥6.55, the current price target is an average from 2 analysts. New target price is 25% above last closing price of CN¥4.82. Stock is down 7.1% over the past year. The company is forecast to post earnings per share of CN¥0.33 for next year compared to CN¥0.30 last year.
お知らせ • Apr 28Era Co., Ltd., Annual General Meeting, May 17, 2024Era Co., Ltd., Annual General Meeting, May 17, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Taizhou, Zhejiang China Agenda: To consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 annual report and its summary; to consider 2023 annual accounts report; to consider 2024 estimated guarantee for controlled subsidiaries and guarantee among controlled subsidiaries; to consider 2023 profit distribution plan; to consider reappointment of 2024 audit firm; and to consider other matters.
お知らせ • Apr 27Era Co., Ltd. Announces Profit Distribution Proposal of Final Cash Dividend for the Year 2023Era Co., Ltd. announced on 26 April 2024 the profit distribution proposal of final cash dividend per ten shares (tax included) of CNY 1.00000000 for the year 2023.
Reported Earnings • Apr 26Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.30 (up from CN¥0.066 in FY 2022). Revenue: CN¥7.47b (down 6.4% from FY 2022). Net income: CN¥362.9m (up 346% from FY 2022). Profit margin: 4.9% (up from 1.0% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥4.37, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 35% over the past three years.
お知らせ • Mar 30Era Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Era Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: CN¥0.32 (vs CN¥0.066 in FY 2022)Full year 2023 results: EPS: CN¥0.32 (up from CN¥0.066 in FY 2022). Revenue: CN¥7.48b (down 6.3% from FY 2022). Net income: CN¥394.3m (up 385% from FY 2022). Profit margin: 5.3% (up from 1.0% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥4.39, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 26% over the past three years.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥5.91, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 4.1% over the past three years.
お知らせ • Dec 29Era Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Era Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024
Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.092 (vs CN¥0.002 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.092 (up from CN¥0.002 in 3Q 2022). Revenue: CN¥1.88b (down 10% from 3Q 2022). Net income: CN¥107.7m (up CN¥105.6m from 3Q 2022). Profit margin: 5.7% (up from 0.1% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
New Risk • Aug 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.4% net profit margin).
Price Target Changed • Aug 25Price target increased by 15% to CN¥6.55Up from CN¥5.72, the current price target is an average from 3 analysts. New target price is 19% above last closing price of CN¥5.50. Stock is up 13% over the past year. The company is forecast to post earnings per share of CN¥0.42 for next year compared to CN¥0.066 last year.
Reported Earnings • Aug 24Second quarter 2023 earnings released: EPS: CN¥0.081 (vs CN¥0.022 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.081 (up from CN¥0.022 in 2Q 2022). Revenue: CN¥2.05b (flat on 2Q 2022). Net income: CN¥93.7m (up 202% from 2Q 2022). Profit margin: 4.6% (up from 1.5% in 2Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 10Era Co., Ltd. Announces Executive AppointmentsEra Co., Ltd. at the Extraordinary General Meeting of 2023 on 08 August 2023, approved Election of non-independent directors, cumulative voting system applicable: Zhang Yichen; Election of independent directors, cumulative voting system applicable: Yi Jianhui; Election of non-employee supervisors, cumulative voting system applicable: Chen Wei.
お知らせ • May 25Era Co., Ltd. Announces Cash Dividend on A Shares for the Year 2022, Payable on 31 May 2023Era Co., Ltd. announced cash dividend of CNY 0.12000000 per 10 shares (tax included) on A shares for the year 2022. Record date is 30 May 2023, Ex-date is 31 May 2023 and Payment date is 31 May 2023.
Reported Earnings • Apr 23First quarter 2023 earnings released: EPS: CN¥0.06 (vs CN¥0.03 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.06 (up from CN¥0.03 in 1Q 2022). Revenue: CN¥1.60b (down 6.7% from 1Q 2022). Net income: CN¥76.8m (up 139% from 1Q 2022). Profit margin: 4.8% (up from 1.9% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.002 (vs CN¥0.09 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.002 (down from CN¥0.09 in 3Q 2021). Revenue: CN¥2.10b (down 13% from 3Q 2021). Net income: CN¥2.19m (down 98% from 3Q 2021). Profit margin: 0.1% (down from 4.4% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥5.34, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Chemicals industry in China. Total returns to shareholders of 20% over the past three years.
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥5.39, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Chemicals industry in China. Total returns to shareholders of 28% over the past three years.
Major Estimate Revision • Sep 05Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥10.2b to CN¥9.92b. EPS estimate also fell from CN¥0.54 per share to CN¥0.48 per share. Net income forecast to grow 18% next year vs 39% growth forecast for Chemicals industry in China. Consensus price target of CN¥5.96 unchanged from last update. Share price fell 3.5% to CN¥4.73 over the past week.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥5.30, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 14% over the past three years.
お知らせ • Jun 17Era Co., Ltd. Announces 2021 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on June 24, 2022Era Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares), Payable on June 24, 2022. The company announced Cash dividend/10 shares (tax included) of CNY 0.72000000. The record date is June 23, 2022 and ex-date is June 24, 2022.
お知らせ • May 12Era Co., Ltd. Approves Cash Dividend for 2021Era Co., Ltd. approved cash dividend of CNY 0.7200000 (tax included) per 10 shares for 2021, at the Annual General Meeting of 2021 held on 06 May 2022.
Reported Earnings • Apr 29First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: CN¥0.03 (down from CN¥0.06 in 1Q 2021). Revenue: CN¥1.71b (up 8.1% from 1Q 2021). Net income: CN¥32.2m (down 57% from 1Q 2021). Profit margin: 1.9% (down from 4.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 6.0%. Over the next year, revenue is forecast to grow 19%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 27Price target increased to CN¥6.17Up from CN¥5.50, the current price target is an average from 4 analysts. New target price is 47% above last closing price of CN¥4.20. Stock is down 40% over the past year. The company is forecast to post earnings per share of CN¥0.57 for next year compared to CN¥0.47 last year.
お知らせ • Apr 13+ 1 more updateEra Co., Ltd. Proposes Cash Dividend for 2021Era Co., Ltd. proposed cash dividend of CNY 0.7200000 (tax included) per 10 shares for 2021.
Reported Earnings • Apr 12Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥0.47 (down from CN¥0.68 in FY 2020). Revenue: CN¥8.88b (up 26% from FY 2020). Net income: CN¥576.9m (down 25% from FY 2020). Profit margin: 6.5% (down from 11% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 6.0%. Over the next year, revenue is forecast to grow 20%, compared to a 49% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 02Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥0.48 (down from CN¥0.68 in FY 2020). Revenue: CN¥8.88t (up CN¥8.87t from FY 2020). Net income: CN¥593.8b (up CN¥593.0b from FY 2020). Profit margin: 6.7% (down from 11% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 4.0%. Over the next year, revenue is expected to shrink by 100% compared to a 47% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥5.30, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥2.71 per share.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.09 (vs CN¥0.23 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥2.42b (up 24% from 3Q 2020). Net income: CN¥107.7m (down 59% from 3Q 2020). Profit margin: 4.4% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Aug 28Price target decreased to CN¥6.24Down from CN¥9.32, the current price target is an average from 3 analysts. New target price is 23% above last closing price of CN¥5.07. Stock is down 45% over the past year.
Reported Earnings • Aug 25Second quarter 2021 earnings released: EPS CN¥0.14 (vs CN¥0.24 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥2.37b (up 21% from 2Q 2020). Net income: CN¥177.3m (down 26% from 2Q 2020). Profit margin: 7.5% (down from 12% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 21Second quarter 2021 earnings released: EPS CN¥0.14 (vs CN¥0.24 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥2.37b (up 21% from 2Q 2020). Net income: CN¥177.3m (down 26% from 2Q 2020). Profit margin: 7.5% (down from 12% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • May 21Yonggao Co., Ltd. Approves Cash Dividend for the Year 2020Yonggao Co., Ltd. announced that at its AGM held on May 18, 2021, it approved the cash dividend/10 shares (tax included) of CNY 1.25 for the year 2020.
お知らせ • Apr 29Yonggao Co., Ltd. Announces Final Profit Distribution Proposal for 2020Yonggao Co., Ltd. announced final profit distribution proposal of CNY 1.25000000 per 10 shares (tax included) for 2020.
Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.06 (vs CN¥0.03 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.58b (up 87% from 1Q 2020). Net income: CN¥75.1m (up 98% from 1Q 2020). Profit margin: 4.7% (up from 4.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Jan 26Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.8%. Earnings per share (EPS) also missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 18%, compared to a 50% growth forecast for the Chemicals industry in China.
Is New 90 Day High Low • Jan 11New 90-day low: CN¥6.14The company is down 28% from its price of CN¥8.56 on 13 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥20.23 per share.
Is New 90 Day High Low • Dec 16New 90-day low: CN¥6.96The company is down 14% from its price of CN¥8.07 on 17 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥20.47 per share.
Is New 90 Day High Low • Nov 30New 90-day low: CN¥7.01The company is down 23% from its price of CN¥9.08 on 01 September 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥17.78 per share.
Is New 90 Day High Low • Oct 29New 90-day low: CN¥7.38The company is down 15% from its price of CN¥8.68 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥19.32 per share.
Major Estimate Revision • Oct 26Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from CN¥0.63 to CN¥0.70. Revenue estimate for the same period was approximately flat at CN¥7.10b. Net income is expected to grow by 23% next year compared to 42% growth forecast for the Chemicals industry in China. The consensus price target of CN¥10.80 was unchanged from the last update. Share price is down by 3.3% to CN¥7.99 over the past week.
Reported Earnings • Oct 20Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥724.2m, up 76% from the prior year. Total revenue was CN¥6.64b over the last 12 months, up 9.8% from the prior year.
お知らせ • Oct 16Yonggao Co., Ltd. to Report Q3, 2020 Results on Oct 20, 2020Yonggao Co., Ltd. announced that they will report Q3, 2020 results on Oct 20, 2020
Valuation Update With 7 Day Price Move • Oct 12Market bids up stock over the past weekAfter last week's 16% share price gain to CN¥8.82, the stock is trading at a trailing P/E ratio of 16.9x, up from the previous P/E ratio of 14.6x. This compares to an average P/E of 39x in the Chemicals industry in China. Total returns to shareholders over the past three years are 76%.
お知らせ • Jul 23Yonggao Co., Ltd. to Report First Half, 2020 Results on Aug 18, 2020Yonggao Co., Ltd. announced that they will report first half, 2020 results on Aug 18, 2020